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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Amy Depriester (CRD# 5364258) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 14 years of experience in the finance industry.
Christopher Dupee (CRD# 4672762) is an Investment Advisor Representative working at Pearson Financial Services in Venice, FL and has over 20 years of experience in the finance industry.
John Fisher (CRD# 4081866) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Venice, FL and has over 23 years of experience in the finance industry.
Bonnie Gaudreau (CRD# 6888725) is an Investment Advisor Representative working at Edward Jones in Venice, FL and has over 5 years of experience in the finance industry.
Alexandre Georgiev (CRD# 5307830) is an Investment Advisor Representative working at Lifemark Securities Corp. in Venice, FL and has over 15 years of experience in the finance industry.
David Gordon (CRD# 2785670) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Venice, FL and has over 27 years of experience in the finance industry.
Alan Gorlick (CRD# 4477472) is an Investment Advisor Representative working at Next Financial Group, Inc. in Venice, FL and has over 22 years of experience in the finance industry.
Jeanne Grill (CRD# 2446491) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Venice, FL and has over 30 years of experience in the finance industry.
Michael Hartley (CRD# 4828732) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 19 years of experience in the finance industry.
Michael Hartley (CRD# 1522614) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 36 years of experience in the finance industry. Michael Hartley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.